Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$28.8K
2 +$13.6K
3 +$6.41K
4
HEXO
HEXO Corp. Common Shares
HEXO
+$6.02K
5
ZVRA icon
Zevra Therapeutics
ZVRA
+$4.68K

Top Sells

1 +$281M
2 +$33.5M
3 +$29.1M
4
NEE icon
NextEra Energy
NEE
+$7.6M
5
IYW icon
iShares US Technology ETF
IYW
+$3.92M

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$14K ﹤0.01%
1,292
1952
$14K ﹤0.01%
394
1953
$14K ﹤0.01%
164
1954
$14K ﹤0.01%
793
1955
$14K ﹤0.01%
1,722
1956
$14K ﹤0.01%
302
1957
$14K ﹤0.01%
193
1958
$14K ﹤0.01%
127
1959
$14K ﹤0.01%
160
1960
$14K ﹤0.01%
1,031
1961
$14K ﹤0.01%
54
1962
$14K ﹤0.01%
1,000
1963
$14K ﹤0.01%
1,463
1964
$14K ﹤0.01%
1,470
1965
$14K ﹤0.01%
1,064
1966
$14K ﹤0.01%
175
1967
$13K ﹤0.01%
270
1968
$13K ﹤0.01%
126
1969
$13K ﹤0.01%
1,233
1970
$13K ﹤0.01%
1,417
1971
$13K ﹤0.01%
491
1972
$13K ﹤0.01%
579
1973
$13K ﹤0.01%
109
1974
$13K ﹤0.01%
229
1975
$13K ﹤0.01%
733